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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
1251
Zions Bancorporation
Utah
$491K -$154K -1,329 -25%
JWA
1252
JFS Wealth Advisors
Pennsylvania
$490K +$15.6K +135 +3%
IWMPD
1253
Integrated Wealth Management (Palm Desert)
California
$490K +$105K +911 +27%
SHCM
1254
Stokes & Hubbell Capital Management
Louisiana
$486K +$486K +4,204 New
CCP
1255
Clarkston Capital Partners
Michigan
$485K -$14.5K -125 -3%
BHA
1256
Beech Hill Advisors
New York
$484K +$11.6K +100 +2%
SCP
1257
Seizert Capital Partners
Michigan
$482K -$5.78K -50 -1%
SAM
1258
Strategy Asset Managers
California
$480K
ZCI
1259
Zevenbergen Capital Investments
Washington
$474K
OC
1260
Oarsman Capital
Wisconsin
$472K -$18.5K -160 -4%
AF
1261
Aldebaran Financial
$471K -$57.8K -500 -11%
VWM
1262
Vector Wealth Management
Minnesota
$469K -$30.1K -260 -7%
PMFA
1263
Plante Moran Financial Advisors
Michigan
$468K +$62.4K +539 +15%
AI
1264
Atria Investments
North Carolina
$466K -$19.3K -167 -4%
RSS
1265
Rosenblum Silverman Sutton
California
$464K -$103K -890 -18%
FBFS
1266
First Business Financial Services
Wisconsin
$463K +$1.62K +14 +0.4%
IAM
1267
Integre Asset Management
New York
$462K
LOT
1268
Lombard Odier Transatlantic
Quebec, Canada
$462K +$174K +1,500 +60%
CAI
1269
Capital Advisors Inc
Oklahoma
$462K -$7.87K -68 -2%
NCM
1270
Noesis Capital Mangement
Florida
$456K +$23.1K +200 +5%
LA
1271
Lucus Advisors
New York
$454K -$71.4K -617 -14%
SCA
1272
Salient Capital Advisors
Texas
$451K -$66.1K -571 -13%
BCM
1273
Bourgeon Capital Management
Connecticut
$450K
AA
1274
Ancora Advisors
Ohio
$449K +$80K +692 +22%
OIA
1275
Optimum Investment Advisors
Illinois
$446K +$447K +3,864 New